See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,030 | $135,635-1.9% | $110,238+20.7% | $135,375-1.7% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -4.53% | 513.19%-517.7pp | 314.74%-319.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $8,929 | $4,906+82.0% | $3,826+133.3% | $4,779+86.8% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,665 | $11,457+158.9% | $8,547+247.1% | $10,827+174.0% |